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Enterprise software’s days are numbered, and if you don’t adopt artificial intelligence (AI) and machine learning, your data center will be useless.

Those are the claims of Gartner Research Vice President Milind Govekar, who gave a presentation at Gartner’s annual conference for IT infrastructure operations professionals recently in Las Vegas.

Govekar said that as soon as 2019, at least a third of the largest software vendors will have transitioned their products from cloud-first to cloud-only. Although he didn’t mention it by name, you have to think Microsoft is in that category because it is already cloud-first with its enterprise apps. Office 365 already outsells the packaged Office 2016, so I can see a major de-emphasis of the client product in the coming years.

Data is clearly not what it used to be! Organizations of all types are finding new uses for data as part of their digital transformations. Examples abound in every industry, from jet engines to grocery stores, for data becoming key to competitive advantage. I call this new databecause it is very different from the financial and ERP data that we are most familiar with. That old data was mostly transactional, and privately captured from internal sources, which drove the client/server revolution.

New data is both transactional and unstructured, publicly available and privately collected, and its value is derived from the ability to aggregate and analyze it. Loosely speaking we can divide this new data into two categories: big data – large aggregated data sets used for batch analytics – and fast data – data collected from many sources that is used to drive immediate decision making. The big data–fast data paradigm is driving a completely new architecture for data centers (both public and private).

AMD built it, and now the OEM has come. In this case, its Epyc server processors have scored their first big public win, with Microsoft announcing Azure instances based on AMD’s Epyc server microprocessors.

AMD was first to 64-bit x86 design with Athlon on the desktop and Opteron on the servers. Once Microsoft ported Windows Server to 64 bits, the benefit became immediately apparent. Gone was the 4GB memory limit of 32-bit processors, replaced with 16 exabytes of memory, something we won’t live to see in our lifetimes (famous last words, I know).

When Microsoft published a white paper in 2005 detailing how it was able to consolidate 250 32-bit MSN Network servers into 25 64-bit servers thanks to the increase in memory, which meant more connections per machine, that started the ball rolling for AMD. And within a few years, Opteron had 20 percent server market share.